View Full Version : FIRE and Money
- step up basis
- A Decent Video for Roth Conversion Fence Sitters
- ira rollover
- Whole life questions - double check my understanding
- 529's and Student Loans
- rebalance bands
- When Rates Head Towards Zero
- Social security question
- My Previous Employer Asked Me If I Would do Contract W*rk for Them; Should I?
- To mortgage or not to mortgage?
- rental property
- I’m getting a mortgage
- Emotional Support for Recent Early Retirees
- Thoughts about selling my rental and buying reits?
- IRA Rollover Question
- Managing Sinking Funds
- Can I Avoid Capital Gains on Sale of Second Home?
- New SS newsletter
- Now a Good Time to do Roth Conversion?
- Capital One credit card alerts stopped
- Rolling a 401k into an IRA questions
- Inherited IRA Distributions
- Does rebalancing daily yield the same outcome as rebalancing yearly?
- Biggest Single Day Gain for DJIA!
- Have You Bought Equities In Withdraw Phase
- Might be Time to Refinance
- Credit Card Signature
- How much do you invest when the market is down?
- Covid-19 and healthcare workers (over 50)
- Pet Meds—lowest cost Revolution?
- Nervous, want to keep 2020 retirement plan. I am not objective, please comment?
- Better off after February!
- Vanguard is going downhill
- Social Security Earnings Record
- NUA guidance... Fidelity Investment Center?
- Can I be excluded from a voluntary early retirement plan?
- Roth Conversion - not worth it?
- Did I miss the "whee"???
- Started nibblin
- More Roth conversion questions...
- Apple Pay - Finally
- Roth conversions in down market or up market?
- Bond fund question that I'll ask my accountant, too
- Advisor Suggested Annuities?
- Institute for Supply Management/ISM
- When Do You File Your Tax Return? (Trivia)
- Timely Tax Loss Harvesting Question
- This time is different!!
- Retired with only 300K in ML/ split 60/40
- Hard for a single to live on 40K + SS?
- Borrowing from IRA
- Spending down and taxes
- Where Do You Get Cash? I’m confused...
- Accidental Market Timing
- A Tale of Two Puzzles
- Moved money from stocks to guaranteed today.....good idea?
- Credit Card canceled for non-use
- Anyone has Allianz 222?
- Heloc
- SS Survivor Benefit for Non-US Citizen, Lives Abroad
- COVID-19 -based going to cash jitters?
- what software for tracking spending and income throughout the year?
- Pralana Retirement Calculator
- More Expensive Home Purchase After FIRE
- Too late to start Roth Conversions?
- Capital gains on sale of 2nd home
- Take loan to avoid tax hit? And meaning of FIRECALC Ending Portfolio
- Final Return for deceased
- Roth Conversions... When to stop?
- Ensuring a proper Estate dissolution
- Quicken Mobile or No Mobile?
- NonGovt 457B or Taxable
- Money for the Rest of Us Spreadsheet
- 1040 Tax Question
- Safer ROTH alternative for market downturn?
- Anyone Invest in Dimensional Funds?
- Tax question and using quicken
- IRMAA, tIRA, limits & rules questions
- Qualifying for an ACA subsidy
- IRS Form 8606 - need help please
- Strategies for Spare Credit Card
- Am I the only one who doesn't fret about taxes too much?
- It's worth a try
- Vanguard Digital Advisor
- FA After One Year - 2019 Update
- investments for retiree
- Roll UTMA to Roth ?
- Inherited IRA/Roth Conversion
- Social Security Survivor's Benefits
- Accuracy of Social Security Estimates?
- Sequence Risk
- Still Waiting for my annual IRS Identity PIN
- Ask for cash back from Amazon card
- My first bad experience at Fidelity
- Excess Roth contribution question
- Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
- My Own Retirement Calculator
- Max 401k before I go or not
- Another Roth conversation question
- 2019 Citibank Bonus 1099 Dilemma ?
- 61 with 1.9m. can i still go moderate allocation?
- Helping My Daughter with her Retirement Account
- Health Insurance Premiums in LLC
- HRBlock filing error
- Is there a law regarding when 1099's are due?
- zero personal income tax in FIRE
- Selling house - where to keep the cash?
- $764,000,000,000...Will you get your cut this year?
- Roth backdoor: can I roll after tax $ and earning separately?
- Getting my buckets in order
- Settling an Estate
- Vanguard
- What percentage of your wealth is in a safe fund such as bonds or cash?
- iORP and Roth Conversion questions
- ROTH conversion in Turbo Tax
- Anyone consider getting a mortgage in retirement?
- Kids moving out impact on FIRE spending
- Proposed New Retirement Product from Fidelity
- Are some of you at the minimum asset allocation and are you at comfortable with that?
- When will Form 8606 be available?
- So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
- Fired before I'm FIRE ...
- Mid 50's or younger... are you counting on Social Security?
- Prop 60 CA - sale of primary residence
- Buying House - Cash or Mortgage - What Would You Do?
- Asset allocation after the sale of a business
- Pension-Lump sum, COLA/Non-COLA annuity
- Weird dilemma
- Self Employment and Social Security Benefits
- What a mess with unreported income
- Link to bucket method for withdrawing income at 59 1/2.
- Deferred Sales Trust - Anyone w/ personal experience?
- Wellington & Wellesley...
- Should I buy a new house?
- Question for Chase Private Clients
- Roth Conversion Taxes - Perspective (I Needed)
- CAPE10: Observations and Graphs
- Unexpected changes in post-retirement expenses
- Depositing checks online WITHOUT phone apps
- Zero percent card deals?
- Am I missing/overlooking something ?
- Now that we're retired, what forum do we graduate to?
- $200K/ yr income, 58 yrs old and no retirement savings
- With 5 years left, where to put contributions?
- Recharacterizing a ROTH IRA
- Tax Software
- Tax Question...1099 R
- Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
- FIRE in 2029!
- Review my SS numbers?
- Tax Penalty in 2021?
- TurboTax Form 8995
- Help with Property Tax Appeal
- Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
- What would you do? Yes ANOTHER SS When to Take Question
- Are variable annuities ever a good idea..
- First year w/o itemizing for taxes since 1985
- U2F Security Key and Vanguard
- Tuition/529 tax planning
- Coronavirus - Financial impact
- The old Social Security break even dilemma
- Investing Windfall into Market
- Not as bad as I thought.....
- Best way of Using Home Equity for Retirement?
- Got a call from my FA, good news or bad?
- IRA Withdraw in 2020 for 2019?
- Should I go against the math and pay off the mortgage early?
- recommended money market fun?
- Vanguard communication frustrating
- Age Based Asset Allocation for Early Retirees?
- More misleading mainstream media malarky
- If you haven't already, you need to Download the NEW 2020 SS Calculator
- feeling like a roth is a waste now
- 100K in Cash - Merrill Advisor Yelling At Me to Invest
- Fidelity Offers Fractional Trading of Stocks/ETFs
- Is it time to cut back on pre-tax savings?
- Rental Property and Taxes Question
- Fidelity Full View down with Safari?
- Under the secure act, do you have to take >
- Asset Allocation Changes - Which Bond Funds
- Estimating Retirement expenses and taxes?
- Solo 401K In Plan Conversion to ROTH 1099?
- Clunky system at Oakmark
- ROTH timing question
- Wisdom of lump-sum distribution of 457 plan and IRAs?
- Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
- Account Withdrawal Strategies
- Asset Allocations in Roth and Traditional?
- TurboTax question. I didn't use them in '18
- Cash Resources
- In the weeds (for me) tax questions
- When would you retire?
- I'm 4.2 million richer!
- Social Security website down?
- Will Fed Lower Interest Rates Jan 2020?
- NFCU tIRA CD - How to fund?
- RIP Kobe Bryant
- Budget list
- How long until sequence of returns risk no longer a concern?
- Roth IRA withdrawals
- Where oh where should the money go?
- Importing income on Turbotax
- Sick pay reimbursed in annuity- what to do
- House Rich and Cash Poor
- Credit card fraud
- Tax Planning
- The problem with the 4% retirement income rule
- BEWARE of Bank of America
- Handling of RSUs & Net Worth
- IRA WR Question
- 401K Employer Over Contribution Dilemma
- Stable fund vs 40/60 conservative Vanguard RE fund
- Help! Turbotax question re maturing TIPS
- Lifestyle creep delays early retirement update
- SEPP plan
- Capital One CD rates
- how would you account for these assets?
- Quicken Upgrade Question
- What is Best Value Premium Credit Card for Travel Benefits
- Another Passive Vs. Active Article - Baron's
- Got CSR? Pony Up Another Benjamin!
- A tool for maintaining your SWR?
- An email storm!
- My personal info hacked
- Buy 2019 H&R Block Federal + State Deluxe now or wait?
- Good preferred HELOC lenders
- Ford F150 transmission rupture
- How to ER with 100% savings in retirement accounts
- The Great Bond Party of 2019 Is Ending
- taking inherited IRA RMD ... monthly? yearly?
- DIY Term Life Insurance
- IRA for my son?
- Medicare premiums may help to itemize your taxes
- Three to Five Year Money? Where do you stash?
- After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
- FIRE Cash Flow Projection
- H&R Block 2019 tax program in the mail?
- Rolling TIRA accounts to 401K, small change remaining
- Setting up my Retirement Paycheck
- Buying Income for Seven Years
- Spend or save
- Roth contribution eligibility question
- Financial Fraud Interview
- OK Got Some Money - Now What?
- Block Online and ACA shared policy allocation
- Who changed it to 20%
- CBD Product Investment Opportunities ?
- ER spend down strategy from ages 59-65
- Is this draw down method sane?
- Sometimes I wonder do I want a social security raise?
vBulletin® v3.8.8 Beta 1, Copyright ©2000-2021, vBulletin Solutions, Inc.